About Abby

Abby Fitzgerald is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The MP Group, she provides problem solving and implementation support for high-net-worth individuals, families, and institutions. Abby's responsibilities include addressing inquiries, onboarding procedures, and preparing financial documents. She serves as a dedicated resource for all client concerns.

Abby graduated from The George Washington University with a B.A. in Finance. With three years of experience in financial services, she began her career in 2021 at Goldman Sachs as a Financial Planner. She joined J.P. Morgan in 2023.

She holds FINRA Series 7, 66 and SIE securities licenses.

Abby is a CERTIFIED FINANCIAL PLANNER® professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the six hour comprehensive CFP® certification exam.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Outlook

US unemployment ticks slightly higher, economy adds 151K jobs in February

March 10, 2025The February 2025 jobs report was slightly weaker than expected and the unemployment rate ticked up. How might the Fed react and what does the data mean for investors?Read Now
Markets

Tariff delays: Uncovering the most impacted sectors

March 7, 2025We examine the impact of tariffs on key sectors and what it means for investors.Read Now
Wealth Planning

How to prepare for Tax Day as a small business owner

March 4, 2025Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.